Growth‑Oriented Financial Advisor

Barnum Financial Group; Warwick (RI); On-site; Full time

Benefits offered by this job

Personal coaching from proven winners

Customized marketing support

Access to a broad range of products

Tools to manage your practice

Job summary

A leading financial services firm in Warwick, RI, is looking for a Financial Services Representative. In this role, you will provide essential financial guidance, develop client relationships, and participate in an advanced training program. The ideal candidate possesses strong interpersonal and organizational skills, is goal-oriented, and is a team player. This position offers a unique opportunity to grow your career in a supportive environment with comprehensive coaching and marketing resources.

Qualifications

• Strong interpersonal, organizational, and communication skills.
• Self-starter who is goal-oriented.
• Team player with a hearty work ethic.

Responsibilities

• Prospect, network, and obtain clients through various methods.
• Participate in the Advisor Pro Training program.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analyses.
• Expand knowledge through ongoing professional development.

Skills

Strong interpersonal skills

Organizational skills

Communication skills

Goal-oriented self-starter

Team player

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

A leading financial services firm in Warwick, RI, is looking for a Financial Services Representative. In this role, you will provide essential financial guidance, develop client relationships, and participate in an advanced training program. The ideal candidate possesses strong interpersonal and organizational skills, is goal-oriented, and is a team player. This position offers a unique opportunity to grow your career in a supportive environment with comprehensive coaching and marketing resources.